See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,601 | $138,044-49.6% | $125,339-44.5% | $134,475-48.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.00% | 750.33%-780.3pp | 572.05%-602.1pp | 417.96%-448.0pp |
| Employer contribution / active EE | $4,867 | $5,243-7.2% | $4,814+1.1% | $4,740+2.7% |
| Participant deferral / active EE | $8,091 | $7,799+3.7% | $7,446+8.7% | $6,400+26.4% |
| Admin fee / account holder | $762 | $11,571-93.4% | $10,010-92.4% | $11,426-93.3% |